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Small Modular Reactors

Small modular reactors are factory-built units intended to cut the cost and schedule risk of conventional nuclear construction. Most developers are pre-revenue and trade on licensing progress and offtake agreements.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Marshall Wace London, United Kingdom	$51.4M	-$54.9M	1	0.09%	Reduced
52	Canoe Financial Calgary, Alberta, Canada	$51.3M	-$1.39M	1	1.01%	Reduced
53	Point72 Asset Management Stamford, Connecticut	$50.6M	-$7.96M	1	0.12%	Reduced
54	Railway Pension Investments London, United Kingdom	$47.3M	+$45.9M	1	0.49%	New
55	OCMH Oxbow Capital Management (HK) Hong Kong	$46.3M	-$6.28M	1	37.26%	Reduced
56	Covea Finance Paris, France	$46.2M	-$4.11M	1	2.25%	Reduced
57	Addenda Capital Montreal, Quebec, Canada	$45.3M	+$455K	1	1.77%	Increased
58	Jane Street New York	$42.9M	+$22.4M	2	0.01%	Increased
59	Tocqueville Asset Management New York	$42.1M	-$1.29M	1	0.76%	Reduced
60	HighTower Advisors Chicago, Illinois	$40.9M	-$938K	1	0.07%	Reduced
61	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$39.9M	-$3.91M	1	3.3%	Reduced
62	TD Waterhouse Canada Toronto, Ontario, Canada	$39.8M	+$1.23M	1	0.37%	Increased
63	Guardian Capital (Canada) Toronto, Ontario, Canada	$38.7M	+$1.23M	1	1.39%	Increased
64	PIP Permian Investment Partners Dallas, Texas	$37.5M	-$16M	1	4.23%	Reduced
65	Mackenzie Financial Toronto Ontario, Ontario, Canada	$37.2M	-$3.76M	1	0.06%	Reduced
66	FRM Foundation Resource Management Little Rock, Arkansas	$35.5M	-$867K	1	5.66%	Reduced
67	MCM Moerus Capital Management New York	$34.8M	-$1.07M	1	10.49%	Reduced
68	SCP SailingStone Capital Partners Houston, Texas	$34.2M	-$17.8M	2	12.6%	Reduced
69	Credit Suisse Zurich, Switzerland	$33.8M	-$1.46M	2	0.03%	Reduced
70	Vident Advisory Alpharetta, Georgia	$33.2M	+$9.04M	1	0.83%	Increased
71	Citadel Advisors Miami, Florida	$32.3M	-$7.21M	1	0.01%	Reduced
72	Empyrean Capital Partners Los Angeles, California	$32.3M	-$18.6M	1	1.96%	Reduced
73	Tiger Global Management New York	$32.3M	-$9.78M	1	0.23%	Reduced
74	GRA Goehring & Rozencwajg Associates New York	$32.2M	+$1.03M	1	7.78%	Increased
75	Maple Rock Capital Partners Toronto, Ontario, Canada	$30.7M	+$29.8M	1	1.75%	New